Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
IFP Advisors, Inc | 6 | 3 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q2 2021 | 9 |
Parallel Advisors, LLC | 3 | 3 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q4 2018 | 3 |
Valeo Financial Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
Private Capital Group, LLC | 2 | 1 | 0.05% | 0.05% | 0.05% | Q2 2018 | Q2 2019 | 3 |
Capital Advisors, Ltd. LLC | 3 | 3 | 0.00% | 0.02% | 0.04% | Q2 2018 | Q4 2018 | 3 |
Squar Milner Financial Services LLC | 3 | 3 | 0.00% | 0.04% | 0.06% | Q2 2018 | Q4 2018 | 3 |
WELLS FARGO & COMPANY/MN | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
Asset Dedication, LLC | 2 | 2 | 2.14% | 2.34% | 2.53% | Q2 2018 | Q3 2018 | 2 |
ASSETMARK, INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
Wealthspire Advisors, L.P. | 2 | 2 | 0.04% | 0.05% | 0.06% | Q2 2018 | Q3 2018 | 2 |
Stratos Wealth Partners, LTD. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q3 2018 | 2 |
Ironwood Financial, llc | 2 | 2 | 0.09% | 0.13% | 0.18% | Q2 2018 | Q3 2018 | 2 |
EASTERN BANK | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2018 | Q3 2018 | 2 |
TWO SIGMA SECURITIES, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
Private Advisor Group, LLC | 2 | 2 | 0.01% | 0.03% | 0.05% | Q2 2018 | Q3 2018 | 2 |
Mirador Capital Partners LP | 2 | 2 | 0.25% | 0.26% | 0.27% | Q2 2018 | Q3 2018 | 2 |
Prism Advisors, Inc. | 2 | 2 | 0.14% | 0.15% | 0.15% | Q2 2018 | Q3 2018 | 2 |
Carroll Financial Associates, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
Janney Montgomery Scott LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
RAYMOND JAMES & ASSOCIATES | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
HighTower Advisors, LLC | 2 | 2 | 0.05% | 0.06% | 0.07% | Q2 2018 | Q3 2018 | 2 |
AMERIPRISE FINANCIAL INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
Baird Financial Group, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
STIFEL FINANCIAL CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
LPL Financial LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
BENEDICT FINANCIAL ADVISORS INC | 2 | 2 | 0.74% | 0.74% | 0.74% | Q2 2018 | Q3 2018 | 2 |
1834 INVESTMENT ADVISORS CO | 2 | 2 | 0.07% | 0.14% | 0.22% | Q2 2018 | Q3 2018 | 2 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 2 | 2 | 0.20% | 0.20% | 0.21% | Q2 2018 | Q3 2018 | 2 |
COURIER CAPITAL LLC | 2 | 2 | 0.64% | 0.67% | 0.69% | Q2 2018 | Q3 2018 | 2 |
Financial Architects, Inc | 2 | 2 | 0.14% | 0.15% | 0.17% | Q2 2018 | Q3 2018 | 2 |
First Command Financial Services, Inc. | 2 | 2 | 0.41% | 1.42% | 2.44% | Q2 2018 | Q3 2018 | 2 |
Crabel Capital Management, LLC | 2 | 2 | 0.14% | 0.15% | 0.17% | Q2 2018 | Q3 2018 | 2 |
EATON VANCE MANAGEMENT | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
FCA CORP /TX | 2 | 2 | 0.25% | 0.26% | 0.28% | Q2 2018 | Q3 2018 | 2 |
DEUTSCHE BANK AG\ | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
Financial Advisory Group | 2 | 2 | 0.28% | 0.29% | 0.29% | Q2 2018 | Q3 2018 | 2 |
Quad-Cities Investment Group, LLC | 2 | 2 | 0.08% | 0.08% | 0.09% | Q2 2018 | Q3 2018 | 2 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 2 | 2 | 0.38% | 0.39% | 0.40% | Q2 2018 | Q3 2018 | 2 |
MML INVESTORS SERVICES, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
MORGAN STANLEY | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2018 | 2 |
Sargent Bickham Lagudis LLC | 1 | 1 | 0.02% | 0.03% | 0.04% | Q1 2016 | Q1 2017 | 2 |
MCF Advisors LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
FCG ADVISORS, LLC | 2 | 2 | 1.59% | 1.65% | 1.71% | Q2 2018 | Q3 2018 | 2 |
Vigilant Capital Management, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q3 2018 | 2 |
COLONY GROUP LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2018 | Q3 2018 | 2 |
Front Row Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
VALLEY NATIONAL ADVISERS INC | 2 | 2 | 1.08% | 1.15% | 1.21% | Q2 2018 | Q3 2018 | 2 |
Cetera Advisor Networks LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2018 | Q3 2018 | 2 |
Sequoia Financial Advisors, LLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q2 2018 | Q3 2018 | 2 |
Community Bank, N.A. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
ADVISORS MANAGEMENT GROUP INC /ADV | 2 | 2 | 2.04% | 2.09% | 2.14% | Q2 2018 | Q3 2018 | 2 |
Atria Investments, Inc | 2 | 2 | 0.04% | 0.04% | 0.05% | Q2 2018 | Q3 2018 | 2 |
Buffington Mohr McNeal | 2 | 2 | 1.47% | 1.58% | 1.68% | Q2 2018 | Q3 2018 | 2 |
DAVENPORT & Co LLC | 2 | 2 | 0.02% | 0.15% | 0.27% | Q2 2018 | Q3 2018 | 2 |
First Fiduciary Investment Counsel, Inc. | 2 | 2 | 0.47% | 0.48% | 0.49% | Q2 2018 | Q3 2018 | 2 |
Ashfield Capital Partners, LLC | 2 | 2 | 0.26% | 0.27% | 0.29% | Q2 2018 | Q3 2018 | 2 |
Global Financial Private Capital, Inc | 2 | 2 | 0.07% | 0.08% | 0.08% | Q2 2018 | Q3 2018 | 2 |
Motley Fool Wealth Management, LLC | 2 | 2 | 2.20% | 2.26% | 2.33% | Q2 2018 | Q3 2018 | 2 |
ARGI Investment Services, LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2018 | Q3 2018 | 2 |
OPTIMUM INVESTMENT ADVISORS | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
Cetera Advisors LLC | 2 | 2 | 0.04% | 0.04% | 0.05% | Q2 2018 | Q3 2018 | 2 |
Global Trust Asset Management, LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2018 | Q3 2018 | 2 |
Evanston Investments, Inc., dba Evanston Advisors | 2 | 2 | 8.82% | 9.02% | 9.22% | Q2 2018 | Q3 2018 | 2 |
WINTRUST INVESTMENTS LLC | 2 | 2 | 0.16% | 0.16% | 0.16% | Q2 2018 | Q3 2018 | 2 |
Ameritas Investment Partners, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
Sound Income Strategies, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
Price Wealth, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
Global Retirement Partners, LLC | 2 | 2 | 0.13% | 0.14% | 0.15% | Q2 2018 | Q3 2018 | 2 |
Sigma Planning Corp | 2 | 2 | 0.05% | 0.06% | 0.06% | Q2 2018 | Q3 2018 | 2 |
Gradient Capital Advisors, LLC | 2 | 2 | 1.25% | 1.35% | 1.44% | Q2 2018 | Q3 2018 | 2 |
Citadel Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
LINCOLN NATIONAL CORP | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2018 | Q3 2018 | 2 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2 | 2 | 0.34% | 0.36% | 0.37% | Q2 2018 | Q3 2018 | 2 |
Vestpro Financial Partners, Inc. dba CPF Texas | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2018 | Q3 2018 | 2 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
ATWOOD & PALMER INC | 2 | 2 | 0.71% | 0.80% | 0.88% | Q2 2018 | Q3 2018 | 2 |
Jackson Financial Management | 2 | 2 | 0.26% | 0.29% | 0.32% | Q2 2018 | Q3 2018 | 2 |
BB&T SECURITIES, LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2018 | Q3 2018 | 2 |
Apriem Advisors | 2 | 2 | 0.06% | 0.08% | 0.10% | Q2 2018 | Q3 2018 | 2 |
Well Done, LLC | 2 | 2 | 0.19% | 0.20% | 0.20% | Q2 2018 | Q3 2018 | 2 |
PARK NATIONAL CORP /OH/ | 2 | 2 | 0.03% | 0.04% | 0.06% | Q2 2018 | Q3 2018 | 2 |
STEPHENS INC /AR/ | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2018 | Q3 2018 | 2 |
JANE STREET GROUP, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2018 | Q3 2018 | 2 |
HENGEHOLD CAPITAL MANAGEMENT LLC | 2 | 2 | 2.39% | 2.52% | 2.66% | Q2 2018 | Q3 2018 | 2 |
IMA Wealth, Inc. | 2 | 2 | 0.11% | 0.22% | 0.32% | Q2 2018 | Q3 2018 | 2 |
Gradient Investments LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
Cambridge Investment Research Advisors, Inc. | 2 | 2 | 0.09% | 0.09% | 0.09% | Q2 2018 | Q3 2018 | 2 |
SYNOVUS FINANCIAL CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
MADISON INVESTMENT HOLDINGS INC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2018 | Q3 2018 | 2 |
Cribstone Capital Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q3 2018 | 2 |
UBS Group AG | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
BerganKDV Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
JPMORGAN CHASE & CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
Tradewinds Capital Management, LLC | 2 | 2 | 0.04% | 0.05% | 0.05% | Q2 2018 | Q3 2018 | 2 |
Advisors Preferred, LLC | 2 | 2 | 0.58% | 0.66% | 0.74% | Q2 2018 | Q3 2018 | 2 |
Legacy Private Trust Co. | 2 | 2 | 0.06% | 0.07% | 0.07% | Q2 2018 | Q3 2018 | 2 |
SNS Financial Group, LLC | 2 | 2 | 0.68% | 0.88% | 1.09% | Q2 2018 | Q3 2018 | 2 |
GM Advisory Group, LLC | 2 | 2 | 0.07% | 0.08% | 0.08% | Q2 2018 | Q3 2018 | 2 |
Monument Capital Management | 2 | 2 | 0.10% | 0.11% | 0.12% | Q2 2018 | Q3 2018 | 2 |
Private Vista, LLC | 2 | 2 | 1.02% | 1.16% | 1.30% | Q2 2018 | Q3 2018 | 2 |
SPINNAKER TRUST | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2018 | Q3 2018 | 2 |
Advisor Group, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
Renaissance Technologies | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
DAVIS R M INC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q3 2018 | 2 |
First Command Bank | 2 | 2 | 2.44% | 2.93% | 3.43% | Q2 2018 | Q3 2018 | 2 |
SFE Investment Counsel | 2 | 2 | 0.60% | 0.62% | 0.65% | Q2 2018 | Q3 2018 | 2 |
Keel Point, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2018 | Q3 2018 | 2 |
Paulson Wealth Management Inc. | 2 | 2 | 1.19% | 1.33% | 1.47% | Q2 2018 | Q3 2018 | 2 |
Raymond James Financial Services Advisors, Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q3 2018 | 2 |
Farmers & Merchants Trust Co of Chambersburg PA | 2 | 2 | 0.35% | 0.36% | 0.36% | Q2 2018 | Q3 2018 | 2 |
Parallax Volatility Advisers, L.P. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
Winthrop Partners - WNY, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
BANK OF AMERICA CORP /DE/ | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
AdvisorNet Financial, Inc | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q3 2018 | 2 |
Rehmann Capital Advisory Group | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
ROYAL BANK OF CANADA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
First Personal Financial Services | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
COMMONWEALTH EQUITY SERVICES, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q3 2018 | 2 |
Integrated Wealth Concepts LLC | 2 | 2 | 0.36% | 0.40% | 0.44% | Q2 2018 | Q3 2018 | 2 |
American Portfolios Advisors | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2018 | Q2 2018 | 1 |
B. Riley Wealth Advisors, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2018 | Q3 2018 | 1 |
Ballew Advisors, Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Whitegate Investment Counselors, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2018 | Q2 2018 | 1 |
ENVESTNET ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
Carnegie Capital Asset Management, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2018 | Q2 2018 | 1 |
Bridgeworth, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2018 | Q2 2018 | 1 |
Measured Wealth Private Client Group, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2018 | Q3 2018 | 1 |
First Allied Advisory Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Vista Private Wealth Partners. LLC | 1 | 1 | 4.24% | 4.24% | 4.24% | Q3 2018 | Q3 2018 | 1 |
Alexandria Capital, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2018 | Q2 2018 | 1 |
PNC FINANCIAL SERVICES GROUP, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Snowden Capital Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
Ledyard National Bank | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2018 | Q2 2018 | 1 |
Fusion Family Wealth LLC | 1 | 1 | 1.44% | 1.44% | 1.44% | Q2 2018 | Q2 2018 | 1 |
CITIGROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Ken Stern & Associates, Inc. | 1 | 1 | 0.47% | 0.47% | 0.47% | Q3 2018 | Q3 2018 | 1 |
RPg Family Wealth Advisory, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q2 2018 | Q2 2018 | 1 |
Financial Gravity Asset Management, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2018 | 1 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
MERCER GLOBAL ADVISORS INC /ADV | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2019 | Q1 2019 | 1 |
NEXT Financial Group, Inc | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2018 | Q3 2018 | 1 |
MOUNTAIN PACIFIC INVESTMENT ADVISERS INC/ID | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Neuberger Berman Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Virtu Financial LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2018 | Q2 2018 | 1 |
WOLVERINE TRADING, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Hudock, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
SEI INVESTMENTS CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
TELEMUS CAPITAL, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2018 | 1 |
External links
This page lists all the filers that currently own INVESCO EXCH TRD SLF IDX FD or have owned INVESCO EXCH TRD SLF IDX FD in the past.